<p>人工智能（AI）市场预计将为全球经济增加数万亿的价值，寻求在该领域获得丰厚买入并持有投资的投资者不需要承担高风险。投资于提供计算硬件以支持 AI 技术的公司，以及那些可能受益于 AI 驱动的消费产品日益普及的公司，可能会获得令人满意的回报。以下是两个值得长期考虑购买的股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MTQvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="393" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MTQvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 台积电</h2>
<p>没有合适的芯片，人工智能无法训练计算机自主思考。虽然 <strong>Nvidia</strong> 和 <strong>Broadcom</strong> 报告了强劲的增长，但 <strong>台积电</strong>（TSM 1.50%）是为这些半导体公司制造芯片的公司。根据 Counterpoint 的数据，台积电控制着超过 65% 的芯片代工市场，使其成为智能手机、计算机和人工智能的默认芯片工厂。</p>
<p>台积电制造的芯片还用于多个其他市场，包括汽车和智能设备。这意味着当一个市场疲软时，例如汽车市场，来自另一个市场（例如高性能计算和人工智能）的强劲表现可以弥补不足。</p>
<p>台积电的制造能力巨大。它每年可以生产 1700 万片 12 英寸等效硅晶圆。</p>
<p>其庞大的规模和制造世界上最先进芯片的专业知识使其处于一个有利可图的位置。在过去一年中，它在 1060 亿美元的收入中获得了 450 亿美元的净收入。在过去几十年中，它实现了两位数的年化收入增长，管理层预计这种增长将持续。</p>
<p>在第二季度，收入同比增长 44%。这种增长推动了过去一年股票上涨 51%。管理层预计，未来五年 AI 芯片收入将以中 40% 的年化速度增长，这对长期投资者来说是一个催化剂。</p>
<p>华尔街分析师预计该公司的每股收益在未来几年将以 21% 的年化速度增长，因此该股票应继续创下新高，因为它的前瞻市盈率（P/E）仍然合理，为 24。</p>
<h2>2. 苹果</h2>
<p><strong>苹果</strong>（AAPL -1.41%）在人工智能领域尚未取得重大突破。苹果智能带来了一些有用的功能，如 AI 摘要和图像生成，但并没有达到客户的预期。然而，投资者不应轻视这个最有价值的消费品牌。苹果拥有大量活跃设备的安装基础，数百万客户信任苹果处理他们的个人数据，这可能使其在长期内受益于人工智能。</p>
<p>苹果之前与 OpenAI 合作，将 ChatGPT 集成到其产品中，但随着 OpenAI 在引入苹果前产品设计师 Jony Ive 后现在将自己定位为竞争对手，苹果传闻正在探索与 <strong>Alphabet</strong> 的谷歌 Gemini 合作，以增强其 Siri 语音助手。</p>
<p>苹果在人工智能领域似乎是一只沉睡的巨人。数百万人手中都持有一台设备，苹果可以通过一次软件更新将其转变为超级智能助手。其超过 23.5 亿活跃设备的庞大安装基础是一个不容小觑的重大优势。</p>
<p>但苹果还有另一个其他科技公司无法匹敌的重要优势：消费者信任。苹果围绕保护用户隐私建立了品牌，而 Alphabet 的谷歌和 <strong>Meta Platforms</strong> 则通过用户数据获利以增加广告收入。与谷歌的 AI 合作不会影响苹果在用户隐私方面的立场，因为谷歌需要提供一个在苹果私有云上运行的定制模型。</p>
<p>基于这些原因，苹果在人工智能领域处于良好位置，使其股票成为一个稳健的买入并持有投资。尽管该公司在人工智能方面落后，分析师仍预计其收益将以每年 10% 的速度增长，这充分说明了其增长潜力。该股票的前瞻市盈率为 32，虽然偏高，但也反映了投资者对其长期前景的乐观。</p>

台积电

苹果

2 倍做多 AAPL ETF - GraniteShares

苹果每日 1 倍做空 ETF - Direxion

苹果每日 2 倍做多 ETF - Direxion

AAPX

AAPY

APLY

半导体 3 倍做多 - Direxion

<p>人工智能市场预计将显著推动全球经济，提供低风险的买入持有投资机会。推荐的两只股票是台积电（TSMC），它在芯片代工市场占据主导地位，并且显示出令人印象深刻的收入增长；以及苹果（Apple），尽管在人工智能方面落后，但拥有庞大的用户基础和强大的消费者信任。台积电的收益预计将以每年 21% 的速度增长，而苹果的收益预计将以每年 10% 的速度增长，这使得这两只股票都成为具有吸引力的长期投资</p>

<p>The artificial intelligence (AI) market is expected to add trillions to the global economy, and investors looking for rewarding buy-and-hold investments in the field don't need to take high risks. Investing in companies that are supplying the computing hardware to power AI technology, as well as those that could benefit from growing adoption of AI-powered consumer products, could earn satisfactory returns. Here are two stocks to consider buying for the long term.</p>
<div class="lb-trans"><p>人工智能（AI）市场预计将为全球经济增加数万亿的价值，寻求在该领域获得丰厚买入并持有投资的投资者不需要承担高风险。投资于提供计算硬件以支持 AI 技术的公司，以及那些可能受益于 AI 驱动的消费产品日益普及的公司，可能会获得令人满意的回报。以下是两个值得长期考虑购买的股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE5MTQvYWktY29tcHV0ZXItY2hpcC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831914%2Fai-computer-chip.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>1. Taiwan Semiconductor Manufacturing</h2>
<div class="lb-trans"><h2>1. 台积电</h2>
</div><p>AI doesn't work without the right chips to train computers to think for themselves. While <strong>Nvidia</strong> and <strong>Broadcom</strong> report strong growth, <strong>Taiwan Semiconductor Manufacturing</strong>(TSM 1.50%) is the one making the chips for these semiconductor companies. TSMC controls over 65% of the chip foundry market, according to Counterpoint, making it the default chip factory for smartphones, computers, and AI.</p>
<div class="lb-trans"><p>没有合适的芯片，人工智能无法训练计算机自主思考。虽然 <strong>Nvidia</strong> 和 <strong>Broadcom</strong> 报告了强劲的增长，但 <strong>台积电</strong>（TSM 1.50%）是为这些半导体公司制造芯片的公司。根据 Counterpoint 的数据，台积电控制着超过 65% 的芯片代工市场，使其成为智能手机、计算机和人工智能的默认芯片工厂。</p>
</div><p>TSMC manufactures chips that are used in several other markets, including automotive and smart devices. This means that when one market is weak, such as automotive, strength from another (high-performance computing and AI, for example) can pick up the slack.</p>
<div class="lb-trans"><p>台积电制造的芯片还用于多个其他市场，包括汽车和智能设备。这意味着当一个市场疲软时，例如汽车市场，来自另一个市场（例如高性能计算和人工智能）的强劲表现可以弥补不足。</p>
</div><p>TSMC's manufacturing capacity is immense. It can make 17 million 12-inch equivalent silicon wafers every year.</p>
<div class="lb-trans"><p>台积电的制造能力巨大。它每年可以生产 1700 万片 12 英寸等效硅晶圆。</p>
</div><p>Its massive scale and expertise at making the most advanced chips in the world put it in a lucrative position. Over the last year, it earned $45 billion in net income on $106 billion of revenue. It has delivered double-digit annualized revenue growth over the last few decades, and management expects this growth to continue.</p>
<div class="lb-trans"><p>其庞大的规模和制造世界上最先进芯片的专业知识使其处于一个有利可图的位置。在过去一年中，它在 1060 亿美元的收入中获得了 450 亿美元的净收入。在过去几十年中，它实现了两位数的年化收入增长，管理层预计这种增长将持续。</p>
</div><p>In the second quarter, revenue grew 44% year over year. This growth has pushed the stock up 51% over the past year. Management expects AI chip revenue to grow at an annualized rate in the mid-40s range over the next five years, which is a catalyst for long-term investors.</p>
<div class="lb-trans"><p>在第二季度，收入同比增长 44%。这种增长推动了过去一年股票上涨 51%。管理层预计，未来五年 AI 芯片收入将以中 40% 的年化速度增长，这对长期投资者来说是一个催化剂。</p>
</div><p>With Wall Street analysts expecting the company's earnings per share to grow at an annualized rate of 21% in the coming years, the stock should continue to hit new highs, as it still trades at a reasonable forward price-to-earnings ratio (P/E) of 24.</p>
<div class="lb-trans"><p>华尔街分析师预计该公司的每股收益在未来几年将以 21% 的年化速度增长，因此该股票应继续创下新高，因为它的前瞻市盈率（P/E）仍然合理，为 24。</p>
</div><h2>2. Apple</h2>
<div class="lb-trans"><h2>2. 苹果</h2>
</div><p><strong>Apple</strong>(AAPL -1.41%) hasn't made a huge splash in AI yet. Apple Intelligence brought some useful features to its devices, such as AI summaries and image creation, but it's not as robust as customers were expecting. However, investors shouldn't count the most valuable consumer brand out just yet. Apple has a large installed base of active devices, and millions of customers trust Apple with their personal data, which could put it in a strong position to benefit from AI over the long term.</p>
<div class="lb-trans"><p><strong>苹果</strong>（AAPL -1.41%）在人工智能领域尚未取得重大突破。苹果智能带来了一些有用的功能，如 AI 摘要和图像生成，但并没有达到客户的预期。然而，投资者不应轻视这个最有价值的消费品牌。苹果拥有大量活跃设备的安装基础，数百万客户信任苹果处理他们的个人数据，这可能使其在长期内受益于人工智能。</p>
</div><p>Apple previously partnered with OpenAI for ChatGPT integration across its products, but with OpenAI now positioning itself as a competitor after bringing in Apple's former product designer Jony Ive, Apple is rumored to be exploring a partnership with <strong>Alphabet</strong>'s Google's Gemini to power its Siri voice assistant.</p>
<div class="lb-trans"><p>苹果之前与 OpenAI 合作，将 ChatGPT 集成到其产品中，但随着 OpenAI 在引入苹果前产品设计师 Jony Ive 后现在将自己定位为竞争对手，苹果传闻正在探索与 <strong>Alphabet</strong> 的谷歌 Gemini 合作，以增强其 Siri 语音助手。</p>
</div><p>Apple appears to be a sleeping giant in AI. Millions of people are walking around with a device that Apple can turn into a super-intelligent assistant with a single software update. Its large installed base of over 2.35 billion active devices is a major advantage that shouldn't be underestimated.</p>
<div class="lb-trans"><p>苹果在人工智能领域似乎是一只沉睡的巨人。数百万人手中都持有一台设备，苹果可以通过一次软件更新将其转变为超级智能助手。其超过 23.5 亿活跃设备的庞大安装基础是一个不容小觑的重大优势。</p>
</div><p>But Apple has another important advantage that other tech companies can't match: consumer trust. Apple has built its brand around protecting user privacy, whereas Alphabet's Google and <strong>Meta Platforms</strong> have profited off their users' data to grow their advertising revenue. A partnership with Google for AI would not comprise Apple's position on user privacy, since Google would need to provide a custom model that runs on Apple's private cloud.</p>
<div class="lb-trans"><p>但苹果还有另一个其他科技公司无法匹敌的重要优势：消费者信任。苹果围绕保护用户隐私建立了品牌，而 Alphabet 的谷歌和 <strong>Meta Platforms</strong> 则通过用户数据获利以增加广告收入。与谷歌的 AI 合作不会影响苹果在用户隐私方面的立场，因为谷歌需要提供一个在苹果私有云上运行的定制模型。</p>
</div><p>For these reasons, Apple is well-positioned to be a leader in AI, making its stock a solid buy-and-hold investment. It says a lot about its growth potential that analysts still expect earnings to grow 10% per year despite the fact that the company is lagging behind in AI. The stock's forward P/E of 32 is on the high side, but that also reflects investor optimism about its long-term prospects.</p>
<div class="lb-trans"><p>基于这些原因，苹果在人工智能领域处于良好位置，使其股票成为一个稳健的买入并持有投资。尽管该公司在人工智能方面落后，分析师仍预计其收益将以每年 10% 的速度增长，这充分说明了其增长潜力。该股票的前瞻市盈率为 32，虽然偏高，但也反映了投资者对其长期前景的乐观。</p>
</div>

Buy Now and Hold Forever: 2 Artificial Intelligence (AI) Leaders

- 人工智能市场预计将为全球经济增加数万亿。  
- 台湾半导体制造公司和苹果被认为是长期投资的优质股票。  
- TSMC 在芯片市场占有 65% 份额，苹果则依靠用户信任和庞大设备基础。

现在购买并长期持有：两家人工智能（AI）领军企业